LFA

Legend Financial Advisors Portfolio holdings

AUM $151M
1-Year Est. Return 14.6%
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$2.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$482K
2
+$410K
3
+$409K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$337K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$264K

Top Sells

1
+$885K
2
+$796K
3
+$406K
4
LCR icon
Leuthold Core ETF
LCR
+$285K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$109K

Sector Composition

1 Technology 3.84%
2 Financials 3.81%
3 Consumer Discretionary 2.69%
4 Energy 1.45%
5 Industrials 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.87K ﹤0.01%
33
-17
202
$3.64K ﹤0.01%
25
+3
203
$3.56K ﹤0.01%
+105
204
$3.37K ﹤0.01%
+2
205
$3.28K ﹤0.01%
+40
206
$3.21K ﹤0.01%
+89
207
$3.19K ﹤0.01%
+162
208
$3.14K ﹤0.01%
+116
209
$3.09K ﹤0.01%
63
-13
210
$3.08K ﹤0.01%
24
+6
211
$3.03K ﹤0.01%
+72
212
$3.03K ﹤0.01%
99
213
$2.97K ﹤0.01%
59
214
$2.95K ﹤0.01%
1,000
215
$2.89K ﹤0.01%
11
216
$2.69K ﹤0.01%
+64
217
$2.65K ﹤0.01%
+125
218
$2.63K ﹤0.01%
+99
219
$2.56K ﹤0.01%
+141
220
$2.49K ﹤0.01%
+64
221
$2.42K ﹤0.01%
+34
222
$2.38K ﹤0.01%
+26
223
$2.33K ﹤0.01%
+35
224
$2.27K ﹤0.01%
32
225
$2.22K ﹤0.01%
+34
7 8
9
10 11